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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| IL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Westmont | IL | 03/1997 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Westmont | IL | 06/1997 | 07/2021 |
| Eric Degnan | Westmont | IL | 10/2006 | 07/2021 |
| One For The Kids | St. Charles | IL | 02/2012 | 07/2021 |
| Lpl Financial Llc | Westmont | IL | 07/2021 | Present |
1.01/19/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Etiquette Financial Partners; Investment Related; at Reported Business Location(s); Start Date 12/27/2022; 2hrs/mth; 0hrs during trading 2.06/27/2025; None; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/25/2025; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-27 |
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